Assets Under Management
$595.9M
Number of Clients
204
Number of Advisors
5
Average Client AUM
$2.9M
AUM per Advisor
$119.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Interchange Capital Partners provides financial planning, business consulting, and investment and wealth management services. They tailor services to individual client needs, assessing risk tolerance, time horizon, and liquidity constraints. They may use independent investment managers and Dynasty Financial Partners for operational support and investment programs.
301 Grant Street, Suite 3550, Pittsburgh, PA, 15219